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Name Holding Trade Value Shares
Change
Change in
Stake
IIM
676
InTrack Investment Management
Vermont
$663K +$33.1K +460 +5%
GWMR
677
GC Wealth Management RIA
Massachusetts
$662K +$414K +5,747 +164%
ERIC
678
Eagle Rock Investment Company
Georgia
$662K
RCM
679
Radnor Capital Management
Pennsylvania
$659K -$202K -2,800 -23%
WAP
680
Wealthcare Advisory Partners
Pennsylvania
$656K +$2.02K +28 +0.3%
CWM
681
Collaborative Wealth Management
Florida
$651K
CWP
682
Core Wealth Partners
California
$647K
MHR
683
Matthew Hamilton Rosenberg
$646K
1WA
684
180 Wealth Advisors
Washington
$642K -$30.4K -422 -4%
SFG
685
Seamount Financial Group
Colorado
$641K -$24K -333 -4%
M
686
MOTCO
Texas
$634K +$72.6K +1,008 +13%
FIM
687
Fruth Investment Management
Texas
$632K -$45.6K -633 -7%
WAG
688
Wallace Advisory Group
California
$631K -$67.8K -941 -9%
SQA
689
Simon Quick Advisors
New Jersey
$626K +$63.8K +886 +11%
AWAU
690
Alliance Wealth Advisors (Utah)
Utah
$626K +$19.5K +271 +3%
HJIM
691
Henry James International Management
New York
$622K -$122K -1,697 -16%
DG
692
DMC Group
Alabama
$619K -$95.3K -1,324 -13%
Acadian Asset Management
693
Acadian Asset Management
Massachusetts
$619K +$624K +8,664 New
CWM
694
Centurion Wealth Management
Virginia
$616K +$620K +8,608 New
GWM
695
Gibbs Wealth Management
Georgia
$615K -$123K -1,703 -17%
CAM
696
Cozad Asset Management
Illinois
$613K +$44.6K +620 +8%
SWM
697
Spire Wealth Management
Virginia
$613K +$2.09K +29 +0.3%
PGA
698
Portland Global Advisors
Maine
$612K -$224K -3,115 -27%
BWAM
699
Boyd Watterson Asset Management
Ohio
$610K -$5.69K -79 -0.9%
MCA
700
MSH Capital Advisors
Arizona
$610K -$3.6K -50 -0.6%